Alternatives to Focus Financial Partners

An independent investment advisory firm providing wealth management and family office services to clients.

A financial advice startup.

eToro is a social investing platform enabling users to trade stocks, crypto, and ETFs, and copy top-performing investors.

Technology platform for financial advisors to manage client relationships and operations.

Ant International is the global arm of Ant Group, focused on expanding its digital payment and financial technology services worldwide.

Meeting intelligence and analytics platform.

A global technology and data platform empowering investment professionals with insights and tools.

Next-generation operating system for wealth management.

Reforming workplace pensions and offering financial coaching in Belgium.

Digital platform for comprehensive wealth management, tracking traditional and alternative investments.

AI-driven portfolio intelligence for institutional investors, offering solutions for portfolio optimization and risk management to asset and wealth managers and family offices.

A B2B SaaS investment infrastructure platform enabling firms to offer digital investment services.

Financial planning and investment management platform for individuals and financial advisors.

Global provider of software solutions for wealth management, life insurance, and funds administration.

Destiny XYZ creates exchange-traded products providing everyday investors access to top venture-backed private technology companies.

Intelligent Wealth Management

Financial advisor prospecting and lead generation tools.

Fintech platform helping RIAs access low-cost, tax-efficient financing solutions for clients.

AI-powered investment platform analyzing markets for objective and practical investing solutions.

Wealth management personalization platform for advisors to refine proposals and unlock client potential.

Global financial, software, data, and media company providing real-time information and analytics.

A financial holding company providing commercial and personal banking, treasury management, and wealth solutions.

A global leader in digital payments, enabling individuals and businesses to send, receive, and manage money online.

Chime is a US neobank offering mobile-first banking services with no monthly fees, automated savings, and early paycheck access.

Platform connecting consumers with financial advisors and investment professionals.

AI-forward custodian and wealth platform for independent financial advisors.

Plaid provides a data transfer network powering fintech and digital finance products.

CRM and workflow automation platform for financial services.

An all-in-one digital wallet to simplify daily transactions.

Global leader in financial technology providing solutions for payments, banking, and capital markets.

A leading U.S. financial services firm offering a wide range of banking and investment services.

Payoneer is a global payment platform enabling businesses and freelancers to send, receive, and manage cross-border payments in multiple currencies.

A financial services company providing a platform and services for independent financial advisors.

South African digital bank offering accessible, affordable, and transparent financial services.

AI-powered meeting workflow platform for financial advisors covering preparation, note-taking, compliance, and follow-up.

An all-in-one financial services platform providing point-of-sale systems, payment processing, and business management tools.

Financial technology company providing wealth management solutions and data aggregation.

A digital asset services firm providing market making, asset management, and options trading.

European open banking platform enabling financial data access, payments, and financial service development.

Indian multinational financial technology company specializing in digital payments, financial services, and e-commerce solutions.

Financial services and digital payments company.

A free personal finance platform offering credit scores, reports, monitoring, and personalized financial product recommendations.

Augustus is building the Global Dollar Bank, a modern clearing bank providing international financial institutions with direct, 24/7 access to US Dollar payment rails.

ONE ZERO is Israel's first fully digital bank, offering AI-powered private banking services including accounts, credit, investments, and foreign currency management with no physical branches.

A marketplace that connects startup employees with investors to fund the exercise of their stock options, enabling employees to become shareholders without upfront costs.

Online cross-border financial services platform for international workers and migrants.

A debt market data and analytics platform for financial services businesses.

Automated financial planning and investment management platform for digital natives.

Trustly is a global leader in Pay by Bank solutions, enabling consumers and merchants to make and receive instant, secure payments directly from bank accounts.

Fintech platform providing affordable smartphones and digital financial services to 'Every Day Earners' in Sub-Saharan Africa.

The AI Operating Layer for Wealth Management

Noetica provides AI-powered knowledge extraction from complex financial documents.

Belvo is the leading open finance data and payments platform in Latin America.

Customer intelligence platform for modern banking, transforming transaction data into revenue opportunities.

A mobile payment platform that allows users to send and receive money, invest in stocks, and buy Bitcoin.

Pontera is a fintech company that enables financial advisors to manage and trade clients' held-away accounts like 401(k)s and HSAs.

A leading Indian digital payments and financial services platform enabling seamless money transfers and investments.

A retirement savings platform making 401(k)s accessible and affordable for small and medium-sized businesses.

Unlocking revenue for investors by enabling stock and bond lending.